Will be responsible for meeting sales target through Bank’s FOS.
Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s corporate salary customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Measures of Success:
Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
Relationship with Bank Corporate Salary Manager
Effective Lead generation and meet value / number targets
Key Responsibilities/ Key Deliverables:
Will be responsible for meeting sales target through Bank’s FOS.
Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s corporate salary customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Measures of Success:
Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
Relationship with Bank Corporate Salary Manager
Effective Lead generation and meet value / number targets
